SharePoint templates and metadata
Hello,
Is there a way to have connection among the sharepoint metadata -columns and some keywords contained on the template?
On other words, i need that the users create a document based on a template at a document library, enter data on the template (at specific locations of the template) and the metadata of sharepoint are filled automatically.
A 1st idea is that i create an event listener that does this (parses the document and fills the columns), but i would expect that other solutions exist as well. Any ideas?a.rongas
From your description i understand 2 cases:
1. When the document is uploaded. columns needs to be filled with some data.
Yes these column can be then used in SharePoint search metadata
2. When the document is uploaded. based on some fields inside the document sharepoint columns are updated through event listner.
Again these column can be then used in SharePoint search metadata
My suggestion is that you can try to use below article and sync data in Word and SharePoint column:
http://social.technet.microsoft.com/Forums/sharepoint/en-US/e63a25e1-9165-4113-b768-679f6087c146/populating-sharepoint-list-columns-via-word-document-fields?forum=sharepointadminlegacy
http://blogs.technet.com/b/brenclarke/archive/2009/04/15/automatically-create-word-documents-which-include-list-fields.aspx
http://geekswithblogs.net/venkatx5/archive/2010/12/02/how-to-use-sharepoint-list-data-inside-document-headerfooter.aspx
http://office.microsoft.com/en-in/sharepoint-help/use-external-data-columns-in-a-word-document-HA102847511.aspx
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SharePoint Labels and Document Templates
Hi, i added a SharePoint Templates to a library to update documents with the document version numbers:
Did it like this if you need more info: http://daniecsp.blogspot.com/2014/02/add-sharepoint-version-number-to-word.html
That was working updating the document every time the version number changed.
Now i added Content Types with different Document templates to the library but the Document Property "Label" is not available anymore after the Content Type template is used.
i Am out of the office for a few days so if i take a while to reply please understand.
ThanksHi,
This is resolved, just copied the label and quick part from another doc and that worked. -
I've just changed computers and upgraded to CS6. I am trying to import my Bridge metadata templates and keywords. I had done this once before but I can not remember the procedure for doing this. I have created a lot of templates and do not want to do this all over again. Any and all help would be appreciated. Thank you in advance. Kevin
komphoto,
The keywords file is buried deep inside the INVISIBLE user Library, or "~Library" (that's a tilde before the word Library, which designates the User Library, a.k.a, the Home Folder Library).
In order to make it visible temporarily, you have to go to the Finder, then go to the "Go" menu and select the "Go To Folder…" menu item, and type ~Library in the text field.
That will open a new Finder window which will be grayed out to indicate that it's normally hidden. From there you can follow the path:
Note that I'm not saying this will work. I have never done it myself. I'm just trying to clear up the confusion caused by the previous poster. -
Where do the XMP metadata templates and keywords files go WIN XP?
I've just changed computers and upgraded to CS6. I am trying to import my Bridge metadata templates and keywords. I have the files from the old computer but I don't know where to put them on the new computer. The same folder structure where I found them (documents and settings/username/AppData/Adobe/BridgeCS5) does not exist on my new computer after installation of CS6. I tried pasting them in the program files folder for CS6, but this didn't work. I am using Windows XP. Thanks in advance.
I tried pasting them in the program files folder for CS6, but this didn't work.
Not familiair with Windows but on a Mac the path you show is still the same. Did you already used Bridge once?
Quickest way I can think of is putting the files on your desktop and from Bridge metadata and keyword panel use the little menu icon top right of the panel and choose import settings. Find and select both settings and you should be OK.
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I get an error message when i try to execute WAD template and publish in portal
//start of error message
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check the query and portal settings
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//end of error messagge
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Thnaks and Regards,
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take a look:
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Regards
Andreas -
I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth -
To begin with the end in mind, here's what I need to do:
User A (employee) fills out infopath form in browser.
User A saves infopath form, workflow runs, and sends a link to the manager
User B (Manager) opens infopath form, clicks a button, and all the information from the saved infopath form magically appears in a excel document
Here's how I did it, because I couldn't find an easier way to do it. This is an InfoPath no-code solution (uses web service and workflow I had to build) and this is working somewhat:
In InfoPath Designer 2010, created the form from Blank 2007 form template.
Published the form and promoted fields to Sharepoint 2007 as a new forms library.
Created a view on forms library to show all fields (SQLExportView1).
Created SSIS package to import data from SharePoint forms list using the view "SQLExportView1" into a new database and table in SQL Server (tblSQLExport1).
Created SQL Agent job to run this package every 2 minutes.
Created workflow to notify manager.
Created excel document with an external data connection to SQL server.
In SQL, created a stored proceedure ("spGetCurrentID") to truncate, then add a row to a table ("tblCurrentFormID").
On InfoPath form, added a button that takes the current infopath form "ID" into a table in SQL server by calling the stored procedure via a web service.
On Infopath form, added a hyperlink to the excel file which opens in the client.
In excel, added a button on the workbook that queries the SQL database for the current form ID, and drops it into a cell.
In excel, added a button on the workbook that queries the SQL database for the sharepoint list details that were exported via SSIS, returning only the row for the current form ID.
In excel, created a button on the workbook that displays the fields I want in the location I want
With over 25 users concurrently hitting the form library, there is a chance that when they open excel they will generate an excel document with bad data in it (data from someone else's current ID).
I've since migrated to SharePoint 2010, and it works the exact same way in 2010.
What I want to do is find a way to get the data that is already saved in the infopath form DIRECTLY to Excel by clicking a button without the web service, the stored procedure, the SSIS package, the SQL agent job, etc. My problem has always been
in getting the data from infopath into RAM/Clipboard/temp file(?) and imported into Excel by bypassing the SQL.
Of course, I would like to do this without requiring an administrator approved template in InfoPath, and have it be much more simpler to maintain. There are a lot of moving parts.
Please point me to any examples or make recommendations. The requirement is that users open the form, the data is filled out already, and with a click of a button, the data shows up in excel automatically in the right place for the item they're currently
looking at in infopath.
Now that I've got this working (kind of) for one excel document, management wants to add 25 other documents that this one infopath form can generate.
Therefore, once I get this to work better for one excel document, I can add other excel documents.
I've considered passing a parameter to the excel document in Excel Web Services, as I believe that excel web services 2010 can support this. However, I believe that the macros that run in the excel client okay won't work in excel web services 2010.
Users would prefer to open Excel in the client, though, so not sure I'm going to go down this path.Clayton,
You rock - thank you for all your responses!
The infopath form was built doing what it does long before the need to get the data into Excel.
You are correct in that I could have modified the infopath code to save to SQL, but the fields in the form and on the forms library columns do change before and after the manager approves it. As such, adding some code to submit the infopath data to
SQL could have been used to write data into SQL server instead of leveraging SSIS/SQL Agent to do so. However the aformentioned workflow (see way up in the thread) does more than just send an email to the manager with a link. It also edits some fields in the
forms library column on that particular list item. By using SSIS, every two minutes they get the latest stuff from sharepoint into SQL without having to add code in the workflow or - if possible - on the infopath code that does a table update where item=abc.
It is common to get data from sharepoint into sql, regardless of whether or not it is a list or library (including infopath forms libraries). There is sample code on Codeplex that has been downloaded close to 40,000 times for this purpose which I'm sure
you are familiar with:
http://msdn.microsoft.com/en-us/library/dd365137(v=sql.100).aspx and
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
I agree with you in so many ways on why they should not be using excel (or word) to present the information. Having InfoPath or a custom workflow magically convert the data presented on a specific view in a filled out InfoPath form to PDF and emailing it
would be wonderful, but it simply is not a possible solution.
Surely you're familiar with companies that have a word document that, say, a manager will email to someone as an attachment, then the employee prints out the word document, fills it out on paper and signs it with a pen (or fills out a fillable form, then
prints it), they then either fax it back or scan it and email it back to the manager, who then prints it out and hands it to a VP for a signature, etc. Yes, the process is very old-fashioned, but in health care, finance, and for legal compliance reasons,
some places simply have to do their manual processes the way they are. I've suggested and shown examples of how it can all be done electronically with digital signatures, etc., but their legal compliance officers and board members do not agree to this methodology.
As such, I work within the confines I am presented with, as I'm sure you've had to do as well.
I myself have worked for several Fortune 100 firms for many years (Microsoft, T-Mobile, etc), know what is possible. However the place I am at now, many of those options simply are not possible.
They use excel (and word) because that is the templates the legal department and third party companies they work with gives them to work with.
If you've used enterprise OCR systems (LaserFiche, OnBase, Hyperion, etc.) you would be familiar with the fact that in order to scan and index keywords from OCR cover pages, the document has to have fields in a certain location. While I have tried to
get the InfoPath form to line up properly, I cannot print out headers or footers and page breaks where the OCR system requires and expects them to be. What's more: when you print a filled out infopath form that loads browser side, as you know you get the browser-related
stuff with it. Although they're all on the same web browser (finally - IE8) and all on windows 7 and office 2010, I cannot control the fact that some users use large fonts and other accessability features to make their 21" screens run at 640x480 (exaggeration).
When you do this, it changes the margins in the print area, and more.
If I could take the data that is in infopath, merge it with an excel template, and export that to PDF, that could be an option. Not looking to buy some enterprise PDF generating product, though, and looking to do this as close to a no-code solution as possible.
Why we're suggesting PDF, perhaps we should be considering XPS, since we are staying with the Microsoft technology stack here.
Perhaps I should rephrase my original question like this: "I have 25 different documents that all need to be filled out automatically. Each document has different text on it, but the fields that need to be filled out on the documents are almost all
the same. I want to present one form for users to fill out, and once saved, to generate all 25 different documents. How would you do this?". While not entirely accurate, as not all 25 documents need to be created at once, only on demand with a click of a button
for each document, perhaps that is a better way of stating the need.
Thank you Clayton (and all you lurkers out there hoping to find out how we solve this). -
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We have two related issues we're trying to solution.
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(2) Let's say we now have a template with 1 image and associated metadata. We now need to add another image(s) to this template and have the second image's metadata also transfer automatically. (This auto-transfer of metadata would occur for any subsequent image added.)
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Please vote or mark your question answered, if my reply helps you -
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